You are receiving this newsletter because you are an active Accredited
Estate Planner® designee and/or member of NAEPC through your estate
planning council's affiliation. Membership offers many perks and this
newsletter contains an overview of those opportunities. Read on for more
information.

Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series
was created in September 2013 to provide estate planners with accessible, high
quality, multi-disciplinary education. Programs are available live and on-demand
and attendees can choose to register for individual programs, or for a series
subscription. We hope you will join us for an
upcoming program:

Continuing education credit is available at each webinar for Accredited Estate
Planner® designees. In addition, a general certificate of completion will be
made available for those professionals who feel the program satisfies their
continuing education requirements and are able to self-file.

Individual program registration fees:

$40 for active AEP® designees

$60 for council members

$100 for non-members

$250 for a group gathering: one feed to be shown to a group gathered together in a single location,
additional feeds are available for $25

Series
Subscriptions are also available! The yearly subscription offers a
substantial discount to attend all of the programs during the calendar year!
(On-demand access is provided for all prior 2017 programs.)
Register for the series.

$280 Accredited Estate Planner® designee
($360 value)

$420 Member of an affiliated local estate planning council or at-large
member of NAEPC ($540 value)

$700 Non-member
($900 value)

$1,125 Council meeting / group gathering: one feed to be shown in a single
location to a group ($2,250 value)

The Annual NAEPC Estate Planning Strategies Conference has become the "go-to"
event for estate planners from across the country! An exciting line-up of
nationally-recognized speakers, coupled with a fabulous city, plush host hotel,
and incredibly competitive registration fees, make the 54th Annual Conference an
event that is not to be missed. You've already made NAEPC and your affiliated
local council your associations of choice; why not make the Annual NAEPC Estate
Planning Strategies Conference your continuing education and networking event of
choice?

Abbreviated Conference Schedule

Wednesday, November 15, 2017

Special Add-on Opportunity for Educational Attendees: Communication Across
Generations and the Impact of Family Philanthropy with Sharna Goldseker

The Accredited Estate Planner® Designation Program from A - ZFor those who are interested in learning more about or attaining the AEP®
designation, this session will provide an overview of the program and offer an
opportunity to have your questions answered by the experts at NAEPC.

To learn more about the conference, including
registration fees and packages, and to
download the
early bird brochure, please visit our
website.

Sponsorships are still available! Those that have an interest can review the
conference sponsor kit or contact Ed Socorro at
ESocorro@NAEPCmarketing.org or
312-600-5303 for more details. We are grateful for the support of all conference
sponsors, including:

Please click on each logo to learn more.

Member Benefits

N

ew member benefits this year include:

M
Brands Film

Do you have website video? If not, you are turning away 90% of your prospects
and clients. Through a value partner arrangement with NAEPC,
M is offering video production services at a
20% discount to members.
Read more >

Reputation & Character – 3 professional references; one of whom must share the
applicant's primary discipline and 2 others from 2 different disciplines

Education – applicants must successfully complete 2 graduate courses from The
American College or similar graduate courses through an accredited university,
college or school of law as part of a masters' or doctoral degree program (a
minimum of 15 years of experience in estate planning exempts one from this
requirement)

Ethics – sign a declaration statement to continuously abide by the NAEPC Code of
Ethics

Membership – maintain a membership within an affiliated local estate planning
council where one is geographically available (you've likely already met this
requirement!)

Continuing Education – minimum of 30 hours of continuing education, 15 of which
must be in estate planning, every 24 months

Message from the
President

Paul S. Viren, CLU®, ChFC®, AEP®
Viren & Associates, Inc.
Spokane, WA

Summer is upon us! I wish you and your family a healthy and happy season! At NAEPC, we are in the midst of a summer "makeover" of our newsletter
and website, among other exciting activities. Keep an eye out, you will see a
brand new look and feel coming soon to your association of choice!

As I keyed my thoughts for this newsletter, fresh from our first of two
annual face-to-face national board meetings not very long ago, I thought I would
share a few "Did you know?" facts about NAEPC. Our top ten list, if you will!

Fact #1: As a member of an affiliated local council, you are granted
membership rights at NAEPC and can take advantage of all of the benefits and
services offered by the national organization.

Fact #2: Our mission is simple - Excellence in Estate Planning

Fact #3: This newsletter is your link to the "happenings" at NAEPC – make sure to keep an eye out for future issues.

Fact #9: The Robert G. Alexander Webinar Series
provides monthly educational events with the brightest minds in estate
planning tackling touch technical topics in an understandable way. You can
take advantage of the member rate to attend!

I hope that you learned something new about NAEPC after reading the bullets
above! I do hope for an opportunity to meet you in person this November 15-17 in
New Orleans!

Until November,

Who
Are We?

by Gary L. Flotron, MBA, CLU®, ChFC®, AEP®

During the last few years, the emphasis of my practice has shifted from an
adviser working in the field of business succession and estate planning, and
executive and employee benefit plans to that of a consultant advising, writing
and speaking in the area of the creditable evaluation and risk management of
trust-owned life insurance (TOLI), consistent with the Uniform Prudent Investor
Act (UPIA), the Uniform Trust Code (UTC), and financial and investment
management practices. Read more >

Estate Planning Hall of Fame® Spotlight

NAEPC is sad to share the passing of 2010
NAEPC
Estate Planning Hall of Fame entrant Dennis I. Belcher, who died
unexpectedly during a medical procedure on April 27th. He was 65. He was
co-chairman of McGuireWoods' Private Wealth Services Industry Team. Dennis was a
past president of the American College of Trust and Estate Counsel and former
chairman of the American Bar Association's Section of Real Property, Trust and
Estate Law, among other professional activities.
Read the full obituary.

Resources

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